Institutional Ownership Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF). We have compiled data on the 942 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
12
shares
|
$1,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
11
shares
|
$1,745
0.0% of portfolio
|
Q1 2023
Reduced 95.93%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11
shares
|
$1,745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
10
shares
|
$1,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
9
shares
|
$1,427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
9
shares
|
$1,427
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
9
shares
|
$1,427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
9
shares
|
$1,427
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
8
shares
|
$1,269
0.0% of portfolio
|
Q3 2024
Reduced 73.33%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
8
shares
|
$1,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
8
shares
|
$1,269
0.0% of portfolio
|
Q1 2025
Reduced 99.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
8
shares
|
$1,269
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
8
shares
|
$1,269
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7
shares
|
$1,110
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
7
shares
|
$1,110
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
7
shares
|
$1,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
6
shares
|
$951
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
6
shares
|
$951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
6
shares
|
$951
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6
shares
|
$951
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5
shares
|
$793
0.0% of portfolio
|
Q1 2025
Reduced 70.59%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
5
shares
|
$793
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
5
shares
|
$793
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$793
0.0% of portfolio
|
Q3 2023
Reduced 64.29%
|